holray:merge_customers_basic
Differences
This shows you the differences between two versions of the page.
| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| holray:merge_customers_basic [2022/04/11 15:06] – holray | holray:merge_customers_basic [2022/04/11 15:43] (current) – siray | ||
|---|---|---|---|
| Line 1: | Line 1: | ||
| ====== Merge Customers ====== | ====== Merge Customers ====== | ||
| Holray provides sophisticated customer management options. | Holray provides sophisticated customer management options. | ||
| + | |||
| + | |||
| Over time you may end up with multiple customer records for the same customer, either where a customer has booked multiple times via the web and a new record is created each time or where mutliple bookings have been taken over the phone without searching for the customer, via the [[customer search via booking|search option on the booking]]. | Over time you may end up with multiple customer records for the same customer, either where a customer has booked multiple times via the web and a new record is created each time or where mutliple bookings have been taken over the phone without searching for the customer, via the [[customer search via booking|search option on the booking]]. | ||
| Line 19: | Line 21: | ||
| Note that the activity Tab lists the customer records that have been merged in to it. | Note that the activity Tab lists the customer records that have been merged in to it. | ||
| + | |||
| + | Any bookings attached to the merged customer records are now attached to this record:- | ||
| + | {{: | ||
holray/merge_customers_basic.1649689612.txt.gz · Last modified: 2022/04/11 15:06 by holray